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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $129,737-49.1% | $119,126-44.6% | $154,746-57.3% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 14.80% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $11,865 | $4,375+171.2% | $4,034+194.1% | $4,379+170.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,045 | $11,961-74.5% | $10,693-71.5% | $14,365-78.8% |